See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,906 | $214,378-69.7% | $200,582-67.6% | $142,382-54.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 20.24% | 46.41%-26.2pp | 42.33%-22.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,681 | $6,841-60.8% | $6,419-58.2% | $4,299-37.6% |
| Participant deferral / active EE | $4,604 | $9,865-53.3% | $9,331-50.7% | $6,507-29.3% |
| Admin fee / account holder | $407 | $17,692-97.7% | $16,305-97.5% | $12,624-96.8% |